Of all the important components of a good estate plan, the beneficiary designation may be the most frequently overlooked. Beneficiary designations are the documents, usually provided by a financial institution or insura

I’ve noticed a trend in the language of prospective clients and even other practitioners lately indicating that there’s a creeping sentiment that the traditional living trust is becoming unnecessary as a planning tool. While I agree th

What happens when a prospective heir, devisee or legatee is disappointed to learn that they’ve been disinherited, or have been left less than what they feel they deserve under a Last Will and Testament? This situation can often giv